Great Valley Advisor Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $965K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $729K | Hold |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $434K | Sell |
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|
2019
Q2 | $524K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $212K | Buy |
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